Yemen’s government announced a full-scale offensive against the Houthis on Sunday, backed by the Saudi-led coalition, according to Al Jazeera and CNN. Loud explosions presumed to be airstrikes were heard over Sanaa, the Houthi-held capital, over the weekend.
The Houthis responded by saying they had fired missiles and drones at Saudi Aramco facilities in Riyadh and near Khurais, according to Al Jazeera. Saudi Arabia has not confirmed any damage, and the claims remain unverified — but they extend a pattern of energy-infrastructure targeting that escalated last week, when the Saudi-led coalition accused the Houthis of a drone attack on a Medina power station that knocked one transformer out of service.
The Yemen front now compounds the Hormuz tanker campaign: the war’s energy geography has two live strike points instead of one. For crude markets, that means the risk premium carries a physical component beyond insurance — Gulf energy infrastructure is a named target. Brent’s December contract traded at $101.53 early Monday.